RFG Advisory’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Buy |
25,770
+1,727
| +7% | +$182K | 0.06% | 236 |
|
|
2025
Q1 | $2.47M | Buy |
24,043
+21,890
| +1,017% | +$2.25M | 0.07% | 229 |
|
|
2024
Q4 | $234K | Buy |
2,153
+677
| +46% | +$73.7K | 0.01% | 713 |
|
|
2024
Q3 | $212K | Sell |
1,476
-1,291
| -47% | -$185K | 0.01% | 699 |
|
|
2024
Q2 | $305K | Sell |
2,767
-111
| -4% | -$12.2K | 0.01% | 596 |
|
|
2024
Q1 | $347K | Sell |
2,878
-93
| -3% | -$11.2K | 0.01% | 576 |
|
|
2023
Q4 | $307K | Sell |
2,971
-446
| -13% | -$46K | 0.01% | 548 |
|
|
2023
Q3 | $253K | Sell |
3,417
-832
| -20% | -$61.6K | 0.01% | 548 |
|
|
2023
Q2 | $330K | Buy |
+4,249
| New | +$330K | 0.01% | 500 |
|
|
2022
Q4 | – | Sell |
-5,615
| Closed | -$219K | – | 656 |
|
|
2022
Q3 | $219K | Sell |
5,615
-3,200
| -36% | -$125K | 0.01% | 563 |
|
|
2022
Q2 | $374K | Buy |
+8,815
| New | +$374K | 0.02% | 412 |
|